Recording General Case Notes

Creating an Initial Case Notes

Reminder: Case Notes within Goals are not shared with other agencies.

1. Select appropriate Enter Data As provider
2. Search for the client and select the record
3. Set the appropriate back date
4. Click on the Case Plans tab
5. Click the Add Goal button
   1. If a household exists, select all family members to whom the goal will apply
6. Select Provider by making a selection from the drop down menu
7.  Type in the Date Goal was Set
8.  Set Classification to General Case Notes by clicking the drop down menu
9.  Set Type to Case Notes by clicking the drop down menu 
10. Set Overall Status to Identified
11. Click the Add Goal button
12. Adding the Initial Case Note
    1. Click the Add Case Note button
    2. Type the case note
    3. Click the Save Case Note button
13. Click the Save & Exit button

Recording Ongoing Case Notes

Reminder: Case Notes within Goals are not shared with other agencies.

1. Select appropriate Enter Data As provider
2. Search for the client and select the record
3. Set the appropriate back date
4. Click on the Case Plans tab
5. Click on the Notepad Icon on the same line as General Case Notes
6. Click on the Add Case Note button
   1. If a household exists, select all family members which the case note will apply
7. Select Provider by making a selection from the drop down menu
8. Type the case note
9. Click the Save Case Note button
10. Click the X at the top right corner to close the pop-up box